DGRS

Wisdomtree U.s. Smallcap Qua

Latest period2026 - Q2Total superinvestors25

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 25 superinvestors own shares of Wisdomtree U.s. Smallcap Qua (DGRS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wisdomtree U.s. Smallcap Qua (DGRS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wisdomtree U.s. Smallcap Qua (DGRS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wisdomtree U.s. Smallcap Qua (DGRS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Cody Gehman@Stonebridge Financial Group, Llc
Recent Activity
Increased 2.92%
1.31%
$17.201M
289,800 shares@ 59.36 avg price
Dave P. Cleveland@Lvm Capital Management Ltd Mi
Recent Activity
Increased 3.05%
0.74%
$8.813M
148,480 shares@ 59.36 avg price
Aryn Sands@Stonebridge Wealth Management, Llc
Recent Activity
Decreased -7.76%
3.25%
$3.629M
61,142 shares@ 59.36 avg price
Desaree Tatum@Lifewealth Investments, Llc
Recent Activity
Increased 12.37%
0.51%
$1.889M
31,831 shares@ 59.36 avg price
Raymond P. Dean@Harbor Investment Advisory, Llc
Recent Activity
Increased 43.11%
0.09%
$1.205M
20,300 shares@ 59.36 avg price
Harold Williams@Precedent Wealth Partners, Llc
Recent Activity
Decreased -3.35%
0.16%
$930,727
15,681 shares@ 59.36 avg price
Dustin Watts@Team Financial Group, Llc
Recent Activity
Increased 0.35%
0.26%
$596,137
10,044 shares@ 59.36 avg price
Alan Gilmore@Princeton Global Asset Management Llc
Recent Activity
Decreased -2.57%
0.08%
$544,809
9,179 shares@ 59.36 avg price
James Krause@Wealthcare Capital Partners, Llc
Recent Activity
Increased 3.93%
0.22%
$529,375
8,919 shares@ 59.36 avg price
Aryn Sands@Toptier Wealth Management, Llc
Recent Activity
Increased 0.02%
0.25%
$402,392
6,780 shares@ 59.35 avg price

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